.png)
TAX SERVICES
Tax considerations affect virtually every business decision. The extensive tax services provided clients of Davis & Bott, CPA's, L.C. represent a rapidly growing area of our practice. Each professional in the Tax Department is required to have a broad knowledge of taxation in addition to intensive training in specialized areas such as real estate, farming and estate planning. The objective of our Tax Department is to minimize the immediate and future tax consequences of alternative business decisions.
Our Tax Services Encompass The Following:
Tax return preparation
Tax planning
Estate, trust and gift tax planning
Exempt organization tax
State & local tax
Mergers & acquisitions
Transaction support
Individual tax services
Partnership tax consulting
Corporate tax consulting
​
​
COME TO YOUR APPOINTMENT PREPARED WITH YOUR LEGAL DOCUMENTS. What documents? Click here
FAQ:
What should I bring to my tax appointment?
Your CPA will need all documents that verify income and deductions for the year 2022. These include: wage income on a W-2, interest income from a bank, Form 1099 retirement income and social security or pension information. For new clients, we also like you to bring your previous year’s tax return so we can check for any carryover information.
If you are itemizing, please bring that information as well. This includes a summary of medical expenses if they are significant, mortgage interest statement, property tax, charitable donations and state tax payments.
Anything else would be on a case by case basis. Your CPA will let you know what additional information is needed during your appointment.